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Great news! You can now rewatch Jennifer Valdez's Future Proof Festival panel session, recorded in the US, ‘Decoding Financial Planning: Modern Solutions to New Challenges’, featuring Brian Portnoy, CFA, James Lee, CFP®, CRPC®, AIF®, and Andrea Chang. Enjoy the 30-minute session in full, where Jennifer explains: "Two pulling forces are happening for today's advisors: 1. How they spend their time and use technology to be more efficient 2. Managing clients who want advice, guidance, and coaching. How do you make both happen? It's a balancing act." https://ow.ly/RiFf50PX7tc #FinancialAdvice #FutureProof #InvestmentTips

Unlock the secrets to building a 7-figure financial advisory practice with Adam Koos, CMT, CFP! Join us for 'The Million Dollar Blueprint' webcast and start your journey to financial success today. 📈 https://vist.ly/3espq #FinancialFreedom #AdvisorySuccess #CMTAssociation

XBRL simplifies financial reporting. Understand the steps to generate accurate financial statements using XBRL and learn to avoid common mistakes for seamless compliance. Check out this blog to know more - https://rebrand.ly/ur87b0e

Survive until ’25: Navigating Economic Uncertainty With Strategic Financial Planning “MMP Capital is an ally, offering strategic financial solutions to those poised on the brink of becoming mere statistics. We are more than a financial institution; we are partners in the truest sense, offering not just capital but a guiding light through these turbulent times.” #whenbettermatters #survive25 #aestheticmedical #businessfinancing

Check out my interview with fellow SixPoint Financial Partners advisor, Aaron Laranetto -- as we discuss the importance of building and fostering relationships in the financial planning industry. 🤝 Link to full episode in the comments 👇

Our panel discussion, "Merging Minds and Machines: The Future of Financial Advice," is underway. Get ready for a riveting exchange of ideas from the leaders in the field. Simon Bussy Chantal Smith Laura Bampfylde Mike Curtis Paul Davies MBPsS FRSA #PanelDiscussion #MindsAndMachines #FinanceFuture

💡 Watch this informative on-demand webinar with Gregory Furer, CFP®, CRPC®, CPFA, CEO of Beratung Advisors, who reveals how his firm achieved over 500% AUM growth through #holisticplanning with eMoney. 👉🏽 Click here to watch: https://bit.ly/44Zf2uE Chris Mauriello #emoneyadvisor #financialplanning

In this first session of Deltek's Essential Trends Summer Series, we're diving into #AE financial trends! Join to hear year-over-year financial outlooks and overall A&E industry financial performance. Plus, you'll learn how your firm can track KPIs to drive profitability and stand out among your peers. https://gag.gl/ux2a9Q

In this first session of Deltek's Essential Trends Summer Series, we're diving into #AE financial trends! Join to hear year-over-year financial outlooks and overall A&E industry financial performance. Plus, you'll learn how your firm can track KPIs to drive profitability and stand out among your peers. https://gag.gl/ux2a9Q

In this first session of Deltek's Essential Trends Summer Series, we're diving into #AE financial trends! Join to hear year-over-year financial outlooks and overall A&E industry financial performance. Plus, you'll learn how your firm can track KPIs to drive profitability and stand out among your peers. https://gag.gl/ux2a9Q